Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,965 | $65,712-40.7% | $57,196-31.9% | $273,972-85.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 0.03% | 22.01%-22.0pp | 14.59%-14.6pp | 41.46%-41.4pp |
| Employer contribution / active EE | $140,456 | $3,280+4182.1% | $2,683+5135.2% | $4,869+2784.9% |
| Participant deferral / active EE | $29,300 | $3,782+674.8% | $3,096+846.3% | $5,287+454.2% |
| Admin fee / account holder | $7,827 | $4,838+61.8% | $3,141+149.2% | $10,133-22.8% |